Wealth Management Admin

Wealth Mgmt Admin

Key Responsibilities

• Custodian Operations: Process and manage account-related requests through Schwab's custodian platform, including account openings, transfers, and maintenance tasks to keep client accounts accurate and up to date.
• Client Account Administration: Prepare and submit forms, letters of authorization, and other documentation required by custodians on behalf of advisors and clients.
• Advisor Support: Provide day-to-day administrative support to the advisory team, coordinating tasks and ensuring nothing falls through the cracks between client meetings, calls, and deadlines.
• CRM and Records Management: Maintain organized client records, track outstanding items, and update internal systems so the team always has accurate, current information at hand.
• Correspondence and Follow-Up: Handle routine client and custodian communications, follow up on pending requests, and flag time-sensitive items to the appropriate advisor.
• Compliance-Minded Documentation: Assist with maintaining files and documentation consistent with the requirements of a registered investment advisor, supporting the firm's operational and regulatory standards.

Required Experience & Skills

• A minimum of 2 years of hands-on experience working with Schwab Advisor Services as a custodian platform, this is